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Legacy Wealth Asset Management’s Victory Capital Holdings VCTR Stock Holding History

Legacy Wealth Asset Management’s Portfolio VCTR Stock Details VCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Sell
15,792
-1,683
-10% -$135K 0.29% 92
2026
Q1 		$1.14M Sell
17,475
-197
-1% -$13.7K 0.28% 97
2025
Q4 		$1.11M Buy
17,672
+823
+5% +$52.4K 0.27% 101
2025
Q3 		$1.09M Sell
16,849
-1,817
-10% -$125K 0.27% 104
2025
Q2 		$1.19M Sell
18,666
-1,543
-8% -$92.8K 0.3% 84
2025
Q1 		$1.17M Sell
20,209
-4,130
-17% -$262K 0.32% 84
2024
Q4 		$1.59M Buy
24,339
+712
+3% +$45.1K 0.43% 57
2024
Q3 		$1.31M Sell
23,627
-518
-2% -$26.7K 0.35% 77
2024
Q2 		$1.15M Sell
24,145
-161
-0.7% -$7.88K 0.33% 80
2024
Q1 		$1.03M Buy
24,306
+7,891
+48% +$291K 0.29% 96
2023
Q4 		$565K Buy
16,415
+107
+0.7% +$3.42K 0.19% 193
2023
Q3 		$544K Buy
16,308
+3,254
+25% +$109K 0.2% 175
2023
Q2 		$412K Buy
13,054
+80
+0.6% +$2.47K 0.14% 246
2023
Q1 		$380K Buy
12,974
+2,374
+22% +$72.2K 0.14% 266
2022
Q4 		$284K Sell
10,600
-4
-0% -$112 0.11% 291
2022
Q3 		$247K Sell
10,604
-880
-8% -$23.4K 0.11% 286
2022
Q2 		$277K Buy
+11,484
New +$309K 0.11% 243

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Legacy Wealth Asset Management's VCTR Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Victory Capital Holdings (VCTR) stake by 9.6% in Q2 2026, selling an estimated $135K and leaving 15,792 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #92.

Legacy Wealth Asset Management first reported a position in VCTR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.59M in Q4 2024. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Legacy Wealth Asset Management held 15,792 shares of Victory Capital Holdings worth $1.33M as of Q2 2026.
  • Legacy Wealth Asset Management sold 1,683 Victory Capital Holdings shares in Q2 2026, an estimated $135K.
  • Victory Capital Holdings made up 0.29% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #92 holding.
  • Legacy Wealth Asset Management first reported a position in Victory Capital Holdings in Q2 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Victory Capital Holdings position peaked at $1.59M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.